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CircleBlack Platform

from CircleBlack

An interoperable, cloud-based wealth management platform that unifies portfolio management, CRM, financial planning, billing, reporting, and trading. Features include performance reporting, rebalancing, real-time connectivity to custodians and held-away accounts, and integrations with third-party tools.
Is this your Company
Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

CircleBlack Platform


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